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YHB Investment Advisors’s Johnson Controls International JCI Stock Holding History

YHB Investment Advisors’s Portfolio JCI Stock Details JCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$515K Buy
3,467
+391
+13% +$56.6K 0.03% 218
2026
Q2 		$449K Buy
3,076
+79
+3% +$11.2K 0.03% 225
2026
Q1 		$392K Buy
2,997
+558
+23% +$72.1K 0.03% 228
2025
Q4 		$292K Hold
2,439
– – 0.02% 264
2025
Q3 		$268K Hold
2,439
– – 0.02% 268
2025
Q2 		$258K Sell
2,439
-355
-13% -$32.7K 0.02% 269
2025
Q1 		$224K Hold
2,794
– – 0.02% 273
2024
Q4 		$221K Hold
2,794
– – 0.02% 267
2024
Q3 		$217K Sell
2,794
-460
-14% -$32.3K 0.02% 275
2024
Q2 		$216K Hold
3,254
– – 0.02% 269
2024
Q1 		$213K Sell
3,254
-6,140
-65% -$358K 0.02% 264
2023
Q4 		$541K Hold
9,394
– – 0.05% 183
2023
Q3 		$500K Buy
9,394
+400
+4% +$24.7K 0.05% 189
2023
Q2 		$613K Sell
8,994
-985
-10% -$60.6K 0.06% 175
2023
Q1 		$601K Sell
9,979
-110
-1% -$7.04K 0.06% 175
2022
Q4 		$646K Sell
10,089
-140
-1% -$8.56K 0.07% 166
2022
Q3 		$503K Buy
10,229
+665
+7% +$35.3K 0.06% 187
2022
Q2 		$458K Buy
9,564
+4,185
+78% +$233K 0.05% 191
2022
Q1 		$353K Buy
5,379
+2,400
+81% +$165K 0.03% 220
2021
Q4 		$242K Hold
2,979
– – 0.02% 293
2021
Q3 		$203K Buy
+2,979
New +$215K 0.02% 300
2016
Q3 		– Sell
-4,765
Closed -$221K – 168
2016
Q2 		$221K Buy
+4,765
New +$210K 0.05% 159
2015
Q4 		– Sell
-4,765
Closed -$206K – 164
2015
Q3 		$206K Buy
+4,765
New +$220K 0.05% 154

Other funds holding JCI

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

YHB Investment Advisors's JCI Position: Q3 2026 in Review

YHB Investment Advisors increased its Johnson Controls International (JCI) stake by 13% in Q3 2026, buying an estimated $56.6K and bringing the position to 3,467 shares worth $515K. The position accounts for 0.03% of the portfolio, ranked #218.

YHB Investment Advisors first reported a position in JCI in Q3 2015 and has held it in 23 quarters since. The position peaked at $646K in Q4 2022. 53 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

  • YHB Investment Advisors held 3,467 shares of Johnson Controls International worth $515K as of Q3 2026.
  • YHB Investment Advisors bought 391 Johnson Controls International shares in Q3 2026, an estimated $56.6K.
  • Johnson Controls International made up 0.03% of YHB Investment Advisors's portfolio in Q3 2026, its #218 holding.
  • YHB Investment Advisors first reported a position in Johnson Controls International in Q3 2015 and has held it in 23 quarters since.
  • YHB Investment Advisors's Johnson Controls International position peaked at $646K in Q4 2022.
  • 53 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.